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INSAX vs PMBPX
INSAX vs PMBPX Comparison
Open Charts INSAX vs PMBPX
Catalyst Insider Buying A
Price$22.51
Change-$0.26 (-1.14%)
VolumeN/A
Net Assets16.31M
INSAX vs PMBPX Comparison Chart
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INSAX vs. PMBPX commentary
Jun 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is INSAX is a Hold and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31B vs. INSAX (16.3M). PMBPX pays higher dividends than INSAX: PMBPX (0.01) vs INSAX (0.00). INSAX was incepted earlier than PMBPX: INSAX (14 years) vs PMBPX (25 years). INSAX (2.24) is less costly to investors than PMBPX (0.83). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than INSAX: PMBPX (0) vs INSAX (2500). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. INSAX (8.74). PMBPX return over 5 years is better than : 54.31 vs. INSAX (30.64).
| INSAX | PMBPX | INSAX / PMBPX | |
| Total Expense Ratio | 1.53 | 0.83 | 184% |
| Annual Report Gross Expense Ratio | 2.24 | 0.83 | 270% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 7.600 | 1.933 | 393% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3M | 31B | 0% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 8.74 | 10.26 | 85% |
| Returns for 3 years | 109.98 | 49.52 | 222% |
| Returns for 5 years | 30.64 | 54.31 | 56% |
| Returns for 10 years | 46.64 | 92.68 | 50% |
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